Create an outreach sequence
Write a first email and follow-ups with waits between them, enroll lists or segments, and let replies stop it.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
A sequence sends a first email and then follow-ups a few days apart to people who have not replied. It is for one-to-one outreach to prospects, and it requires your own SMTP account or email service key.
By the end you can
- Write a sequence of up to 10 steps
- Enroll contacts from lists or segments
- Activate, pause and understand when it stops
Screens used
Before you start
- Your own SMTP account or email service connected for sending.
Steps
- 1
Open Sequences
On: /email/sequencesOpen the Marketing hub and choose the Sequences tab in Email.
You should see: A page titled "Outreach sequences".
- 2
Create a sequence
On: /email/sequencesType a name in New sequence name and press Enter.
You should see: The sequence editor opens with a first step.
- 3
Write the first email
On: Sequence editorFill in the Subject, the Body (HTML) and the Plain text version. The first step sends immediately. The first-name placeholder shown in the starter text greets each person by name.
You should see: Step 1 has a subject and both bodies.
- 4
Add follow-ups
On: Sequence editorPress Add follow-up step. Set Wait (days) before it sends, from 0 to 120, and write a shorter email that adds something new. A sequence can have up to 10 steps.
You should see: Two or three steps with waits between them.
- 5
Save and enroll
On: Sequence editorPress Save. Under Enroll contacts tick the Lists or Segments to contact and press Enroll & start.
You should see: "Saved." and the contacts are enrolled.
- 6
Activate
On: Sequence editorPress Activate. Use Pause to stop sending without losing anyone's place.
You should see: The first emails go out. A reply from a contact stops their sequence automatically.
Tips
- Cold outreach is regulated in many countries. Check the rules for where your recipients are before you send.
- Send small numbers a day. Sudden volume from a new address looks like spam.
- Every step needs a subject, an HTML body and a plain-text body, or it will not save.
Troubleshooting
- "Couldn't save: the sequence needs a name, and every step a subject, an HTML body and a plain-text body (wait 0–120 days, max 10 steps)."
- Open each step and fill in all three parts. Check that no wait is longer than 120 days and that there are at most 10 steps.
One row per shot, in the same order as the guide. Estimated length 2:11, recorded signed in as Owner. Use made-up data only. How to record
Say: Create an outreach sequence. Write a first email and follow-ups with waits between them, enroll lists or segments, and let replies stop it.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the Marketing hub and choose the Sequences tab in Email.
Hold until you see: A page titled "Outreach sequences".
Say: Type a name in New sequence name and press Enter.
Hold until you see: The sequence editor opens with a first step.
Say: Fill in the Subject, the Body (HTML) and the Plain text version. The first step sends immediately. The first-name placeholder shown in the starter text greets each person by name.
Hold until you see: Step 1 has a subject and both bodies.
Say: Press Add follow-up step. Set Wait (days) before it sends, from 0 to 120, and write a shorter email that adds something new. A sequence can have up to 10 steps.
Hold until you see: Two or three steps with waits between them.
Say: Press Save. Under Enroll contacts tick the Lists or Segments to contact and press Enroll & start.
Hold until you see: "Saved." and the contacts are enrolled.
Say: Press Activate. Use Pause to stop sending without losing anyone's place.
Hold until you see: The first emails go out. A reply from a contact stops their sequence automatically.
Say: That is create an outreach sequence. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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